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Advice on inheritance

Plan your estate with our long-standing experience

Estate planning: why it’s never too early

Many people want to hand down assets to their loved ones when they pass away. With careful estate planning, you can ensure your estate is distributed according to your specifications and save your surviving dependents a lot of administrative effort at a difficult time.

Ensure all final questions are answered

Our estate planning is tailored to your personal life situation. What concerns do you have? What issues are particularly relevant for you? Let’s discuss these together. We will examine your situation and outline possible areas of action in an initial consultation:

  • What precautions can you take today in case you lose capacity of judgement?
  • How can you best protect your loved ones?
  • What options do you have for structuring your estate according to your wishes?
  • How can you optimize taxes when passing on your assets?
  • What should you take into account when it comes to gifts or advance payments on inheritance?
  • What will happen to your 2nd and 3rd pillar funds?
Do you have any questions?

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Have you discovered a topic you would like to discuss? Would you like to review your existing financial planning and are looking for recommendations on how to optimize it? Would you like to discuss your wealth planning with our experts?

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Our wealth and financial planners

Our experts bring our promises to life—let’s talk.

Portrait shot of Reiner Gschwend, Head Wealth Planning at Vontobel

Reiner Gschwend

Head Wealth Planning

Portrait of Bettina Rösch, Head Wealth Services CH at Vontobel

Bettina Rösch

Head Wealth Services

Portrait of Burak Ak, Head Financial Planning at Vontobel

Burak Ak

Head Financial Planning

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Insights

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Advance inheritance in Switzerland: Gifts, obligations to equalization, and estate planning

 | Wealth Planning | Estate Planning

Advance inheritance in Switzerland: Gifts, obligations to equalization, and estate planning

Marjolein Bieri

Marjolein Bieri

When an advance inheritance can make sense, in which situations a gift may be subject to equalization, and the key considerations when gifting real estate or businesses as part of estate planning.

Read full article
Real estate in estate planning: Passing on, gifting, and avoiding conflicts over property

 | Wealth Planning | Estate Planning

Real estate in estate planning: Passing on, gifting, and avoiding conflicts over property

Florian Wegmann

Florian Wegmann

What to look out for when passing on or gifting real estate in Switzerland and how to prevent conflicts among your heirs.

Read full article
Managing your wealth in the event of illness, accident or incapacity

 | Wealth Planning | Estate Planning

Managing your wealth in the event of illness, accident or incapacity

Bettina Rösch

Bettina Rösch

Many people place great importance on knowing that their assets are in safe hands. But what would happen if you were no longer able to make important decisions or give instructions?

Read full article
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